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Establishing State Residency and Saving Your Clients Money

Online

# of CPE Credits

2

Description

Many of our clients are moving to one of the seven states with no personal income tax, particularly Florida and Texas. Others may maintain multiple homes with an eye toward eventually establishing residency in a state with no income tax. This course will give you practical tips for your clients seeking to establish residency in a new jurisdiction. Cash-strapped states are increasingly attempting to assess taxpayers who have declared domicile and residency elsewhere, for example in Florida, to maintain their diminishing tax base. Arm your clients with the tools needed to save money by successfully establishing domicile and residency. As a practitioner, you can’t afford to be unaware of the latest issues affecting so many relocating baby boomers and others. Avoid that state audit with the information provided in this entertaining webinar.

Objective

Understand statutory basis for establishing domicile and residency Understand the factual criteria for establishing domicile and residency 

Credit Types

    CPE – Taxes

Event Level:Basic
Event Code:DOMR-2026-01-WEBNR-100-01
External ID:WRS222625
Fields of Study:CPE - Taxes
Other fields:

    Registration Fees

    RegistrationTypePrice
    MemberMember$100
    Non MemberNon Member$225

    CPE Sponsors LogoThe North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.

    For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.